Adviser Profile
| As of Date | 06/12/2025 |
| Registration status | Registration Changed to LEWIS FINANCIAL, LLC |
| ADV Location | SAN LUIS OBISPO, CA, United States |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 108,112,077 24% |
| of that, discretionary | 108,112,077 24% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 359,176 25% |
| % High Net Worth | 27.84% 34% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds